MAI Capital Management
Position in PFSI — PennyMac Financial Services, Inc.
CIK 1040197
INDEPENDENCE, OH
Position in PFSI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,719
-$1,081 QoQ
Shares Held
54
+22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026MAI Capital Management holds $261,299 across 8 Mortgage Finance names. PFSI ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
9,776 | $139,308 | |
| 2 | LDI |
loanDepot, Inc.
|
42,193 | $59,914 | |
| 3 | UWMC |
UWM Holdings Corp
|
7,529 | $27,254 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
568 | $25,207 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
This page
|
54 | $4,719 | |
| 6 | ONIT |
Onity Group Inc.
|
116 | $4,555 | |
| 7 | VEL |
Velocity Financial, Inc.
|
17 | $307 | |
| 8 | BETRW |
Better Home & Finance Holding Co
|
1 | $35 |
All Filings in PFSI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,719 | 54 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,800 | 44 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $498 | 5 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||